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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,763 | $100,938-90.3% | $90,461-89.2% | $158,982-93.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 7.38% | 1727.20%-1719.8pp | 1294.76%-1287.4pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,276 | $3,691-38.3% | $3,264-30.3% | $4,763-52.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,745 | $6,510-73.2% | $5,617-68.9% | $11,252-84.5% |